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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor Growth Opportunities A
(FAGAX - Free Report) has a 0.74% expense ratio and 0.48% management fee. FAGAX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 18.69% over the last five years, this fund clearly wins.
Janus Henderson Enterprise N
(JDMNX - Free Report) : 0.66% expense ratio and 0.64% management fee. JDMNX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With yearly returns of 12.14% over the last five years, JDMNX is an effectively diversified fund with a long reputation of solidly positive performance.
Nuveen NWQ Multi-Cap Value Fund I
(NQVRX - Free Report) is an attractive large-cap allocation. NQVRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. NQVRX has an expense ratio of 0.91%, management fee of 0.7%, and annual returns of 16.15% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Fidelity Advisor Growth Opportunities A
(FAGAX - Free Report) has a 0.74% expense ratio and 0.48% management fee. FAGAX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. With yearly returns of 18.69% over the last five years, this fund clearly wins.Janus Henderson Enterprise N
(JDMNX - Free Report) : 0.66% expense ratio and 0.64% management fee. JDMNX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With yearly returns of 12.14% over the last five years, JDMNX is an effectively diversified fund with a long reputation of solidly positive performance.Nuveen NWQ Multi-Cap Value Fund I
(NQVRX - Free Report) is an attractive large-cap allocation. NQVRX is a part of the Large Cap Value category, and invests in equities with a market capitalization of $10 billion or more, but whose share prices do not reflect their intrinsic value. NQVRX has an expense ratio of 0.91%, management fee of 0.7%, and annual returns of 16.15% over the past five years.We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.